netsuitesaved-searches

NetSuite Summary Saved Search to Combine Text from Each Detail Row


I'm trying to create a summary saved search so that for each summarized row, text from each line in the detailed/non-summarized rows is combined.

For example, the summary view would include a list of Bill Payment transactions with one Bill Payment on each row. Then a Formula (Text) column would combine the Document Number of each bill paid by that Bill Payment transaction.

Example Summary Results

Bill_Payment_#    Bills_Paid 
10501             7981, 7984
10502             CD5029, CD5030, CD5031, CD5032
10503             INV03683

In this example, Bill Payment 10501 paid two bills and those are combined into a single text field. Bill Payment 10502 paid four bills and Bill Payment 10503 paid one.

I am quite familiar with NetSuite saved searches including custom formulas, but I'm not sure where to start with this. Any assistance or pointers would be useful.


Solution

  • You can create a Formula (Text) column, and use the NS_CONCAT function to give you this result.

    Example:

    Filters:

    Type = Bill Payment
    Date = within this year
    Main Line = False

    Columns:

    Date - (Group)
    Document Number - (Group)
    Name - (Group)
    Formula (Text) - (Minimum) Formula = NS_CONCAT({appliedtotransaction})


    This Formula (Text) column gives a result with all the applied to transactions concatenated with commas between.

    EG: Bill #2405884,Bill #2430016,Bill #2429826,Bill #2429706

    To get a nicer layout, you can wrap the formula above in a REPLACE function like REPLACE(NS_CONCAT({appliedtotransaction}), ',', ' | ')

    This would return: Bill #2405884 | Bill #2430016 | Bill #2429826 | Bill #2429706